Syverson Strege & CO Wisdomtree Tr Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$47.34 - $51.12 $236 - $255	5 Added 0.27%	1,875 $93,000
Q4 2022 Feb 06, 2023	SELL	$39.94 - $48.25 $2,915 - $3,522	-73 Reduced 3.76%	1,870 $87,000
Q3 2022 Nov 09, 2022	SELL	$39.86 - $47.65 $11,479 - $13,723	-288 Reduced 12.91%	1,943 $78,000
Q2 2022 Aug 11, 2022	SELL	$45.44 - $53.31 $18,312 - $21,483	-403 Reduced 15.3%	2,231 $101,000
Q1 2022 Apr 13, 2022	BUY	$48.63 - $55.69 $145 - $167	3 Added 0.11%	2,634 $139,000
Q4 2021 Jan 19, 2022	SELL	$51.6 - $54.8 $13,209 - $14,028	-256 Reduced 8.87%	2,631 $142,000
Q3 2021 Nov 02, 2021	SELL	$52.87 - $56.39 $1,110 - $1,184	-21 Reduced 0.72%	2,887 $153,000
Q2 2021 Aug 04, 2021	SELL	$53.08 - $56.66 $2.09 Million - $2.24 Million	-39,464 Reduced 93.14%	2,908 $159,000
Q1 2021 May 07, 2021	SELL	$50.35 - $53.3 $117,718 - $124,615	-2,338 Reduced 5.23%	42,372 $2.23 Million
Q4 2020 Feb 03, 2021	BUY	$43.68 - $50.9 $1.95 Million - $2.28 Million	44,710 New	44,710 $2.26 Million

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.9 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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